Corporate$TE6:15 AM ET

T1 Energy signs 1.58GW solar supply agreements, Texas cell factory on track for Q1 2027

By BORSA NewsroomPublished Oct 30, 2026, 6:15 AM EDTUpdated Oct 30, 2026, 6:16 AM EDT

T1 Energy (TE) announced new solar supply agreements totaling over 1.58 GW, including deals with Avantus subsidiaries. Modules will be delivered in 2027-2028, pushing contracted 2027 manufacturing capacity above 4 GW. The Texas solar cell factory is expected to start production in Q1 2027.

Sentimentbullish 80

Strongly bullish · 80 of 100

Impact60

medium · sector-wide

Confidence60%

moderate confidence · single wire

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WHAT WE KNOW

T1 Energy signed new solar supply agreements totaling over 1.58 GW